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European-regulated Financial Brokerage

Growth & Re-investment Strategy

European-regulated Financial Brokerage: Growth & Re-investment Strategy
Client European-regulated Financial Brokerage
Region UK
Sector Financial Services
Offering Financial Value Advisory, Strategy
Buzzwords
Budgeting Collaboration Culture development Market expansion Strategy development

The Challenge

A European-regulated brokerage with clients in 150+ countries had experienced rapid growth through an opportunistic business model. To prepare for its next phase, aiming to double revenue every two years despite challenging market conditions, the CEO engaged Q5 to design a coherent growth strategy and optimise market expansion and funding allocation.

The objective was to develop a strategic plan to surpass revenue targets, achieving 45% CAGR, whilst simultaneously building resilience in the revenue base, by re-deploying capital spend to emerging markets, reducing dependency on four key markets. Given the complexity and multitude of choices available, an experienced partner was required to examine key trade-offs and accelerate performance in a prudent and realistic manner.

Our Approach

Over two three-week sprints, we worked closely with the executive leadership and country teams to critically assess existing performance, address evolving market needs, and rationalise a long list of available options. Our approach included:

  • Growth Model: Designed a framework to disaggregate how the brokerage generates value, measuring under-/over-performance at each stage of the customer journey to identify key interventions for scaling first-time client acquisitions, deposit growth, and trading volume.
  • Financial Analysis & Insights: Consolidated financial, transactional, and customer data to create a true market-level performance view, identifying both low- and high-ROI opportunities.
  • Market Archetypes: Developed visual performance frameworks to guide strategic decisions, differentiating between established and untapped markets, with tailored customer segmentation and engagement strategies for each.
  • Marketing Spend Optimisation: Analysed global campaign and channel performance—costs and value acquired—reallocating funds to high-performing markets to drive deposit growth without increasing spend.
  • Workshops & Cross-functional Collaboration: Engaged global and country execs to mediate challenging discussions, align perspectives, and secure agreed outcomes to progress. This enabled optimised capital spend for market growth, balancing local partnerships with digital campaigns.

Key Outcomes

  • Shift in strategy: Moved from a reactive, trend-driven approach to a forward-looking, geographical-specific strategy.
  • Smarter Market Investments: Prioritised high-value markets using structured performance insights – optimising global EBIT margin.
  • Collaboration: Clear strategies fundamentally enhanced the engagement mechanisms for Global & Local teams, with exec sponsorship, allowing improved delegation to scale local performance.
  • Mindset shift: Transitioned from reactive to strategic growth, focusing on forward-planning and targeted market opportunities.
  • Zero-Based Budgeting & Market-Level Investment Planning: Rebuilt budgets in detail from the ground up for the top 20 markets, optimising use of financial resources, fully integrated into the business financial cycle.
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